Investment accounts

Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.

December 2019 investment update

November was another positive month for global equity markets, writes our Head of Investment Management, Simon Black. Our December monthly investment update is now available to download and view online.

China leading the world in 5G

The race is on to connect people and things to 5G. For the moment, China is winning. But what makes 5G so important – and why is the US worried about Beijing’s head start? Jay Williams, Dolfin’s Head of China Desk, reports

Dolfin celebrates the best of 2019

During Advent 2019, we are celebrating a year spent uncovering the people, ideas and technologies shaping your investment landscape.

Investment update video: June 2017

Watch our Head of Fixed Income, Alex Eventon, present our monthly investment update.

5 June 2017 / Videos
Author

In this short video, he provides a summary of the Investment Team’s current focus on our expectations from the ECB meeting – and do the fundamentals justify action? We continue to be bullish on the Euro, the ECB unwind should lift the European currency. We also remain negative on German bonds: the combination of positive economic momentum and an ECB that is stepping back from quantitative easing will weigh on German government bonds.

Investment accounts

Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.

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About us

Founded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.

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